Neither, and New: Lessons from Uber and Vision Fund

Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.

What Is a Tech Company?

The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.

Disney and the Future of TV

TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.

A Regulatory Framework for the Internet

Regulators need to stop blindly regulating “the Internet” and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.

Where Warren’s Wrong

Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

Spotify’s Podcast Aggregation Play

Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.

BuzzFeed Followup, The Future is Niche, Atlassian and Bing

BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.

The BuzzFeed Lesson

The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.